LIBERTY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,456
-99.9%
44,518
+1.6%
2.35%
-1.2%
Q2 2023$9,645,032
+9.3%
43,797
+1.3%
2.38%
+30.9%
Q1 2023$8,821,080
+15.4%
43,219
+1.4%
1.82%
-10.7%
Q3 2022$7,645,000
-8.2%
42,602
-2.2%
2.04%
-39.7%
Q2 2022$8,332,000
-12.0%
43,540
+4.4%
3.38%
-1.1%
Q1 2022$9,471,000
-3.1%
41,686
+2.9%
3.42%
+706.1%
Q4 2021$9,769,000
+7.3%
40,504
-0.4%
0.42%
-86.9%
Q3 2021$9,105,000
+15.7%
40,652
+13.8%
3.25%
+6.1%
Q2 2021$7,872,000
+10.8%
35,714
-0.8%
3.06%
-11.8%
Q1 2021$7,106,0000.0%36,0180.0%3.47%
-0.2%
Q4 2020$7,106,000
+21.9%
36,018
+5.2%
3.48%
+1.2%
Q3 2020$5,831,000
+16.1%
34,240
+6.7%
3.44%
-2.7%
Q2 2020$5,023,000
+8.0%
32,091
-11.1%
3.53%
-13.1%
Q1 2020$4,653,000
-11.8%
36,092
+11.9%
4.06%
-2.3%
Q4 2019$5,278,000
+18.6%
32,257
+9.4%
4.16%
-1.2%
Q3 2019$4,450,000
+12.4%
29,472
+11.8%
4.21%
+21.3%
Q2 2019$3,958,000
+30.9%
26,373
+26.2%
3.47%
+52.5%
Q1 2019$3,023,000
+17.1%
20,894
+3.3%
2.28%
+18.2%
Q4 2018$2,581,00020,2281.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders